My purpose is to inspire, empower & cultivate the strengths
& possibilities within everyone I serve. I partner with clients to navigate life’s complexities, celebrate their achievements
& honor their milestones. I listen to understand, collaborate to design personalized strategies,
& adapt plans to life’s changes, continually addressing each client’s unique needs,
wants & desires. Through the integration of proven financial strategies, cutting-edge technology, & trusted partnerships, I deliver comprehensive financial services. My areas of focus encompass wealth preservation, estate considerations, insurance solutions, tax deferral strategies
and investment management, ensuring every client receives tailored solutions
to achieve their financial objectives. I launched my first company in my twenties, importing from Nepal & representing local artists, selling from Carmel to Arcata; showcasing at the San Francisco Gift Show. When road life no longer fit, I shifted to coaching small business owners,
drawing on my earlier banking & operations experience. After a decade as a stay-at-home mom Waldorf-style, my kids enrolled at Stone Bridge Waldorf School in Napa. My daughter later graduated from Justin-Siena, and my son from Rodriguez High via Vacaville Christian Middle School. I returned to business as owner of two Curves Fitness Centers
in El Cerrito & Berkeley. A former bodybuilder, I loved helping women build strength
& confidence. Finance & planning have always been passions, so becoming a Financial Advisor was a natural next step. I built my practice door-knocking
around Fairfield, Ca. Like Forrest Gump’s chocolates, each door opened to a new story. That grassroots approach, along with strong personal networks, built a lasting, referral-based practice that now serves clients locally & beyond. Outside work, I enjoy West Coast Swing dancing, tending my urban food forest, volunteering with the Fairfield-Suisun Rotary Club, & serving on the Finance Committees for Solano Land Trust & Solano Farm Bureau. DESIGNATIONS: Chartered Financial Consultant® or ChFC® Certified Exit Business Advisor® or CEPA® Accredited Asset Management Specialist™ or AAMS® Chartered Retirement Planning Counselor™ or CRPC™ designations.
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